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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

242 hedge funds and large institutions have $2.38B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 61 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 26

13% more funds holding

Funds holding: 215 → 242 (+27)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$71.7M)

5.51% less ownership

Funds ownership: 89.98% → 84.47% (-5.5%)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 84

Holders
242
Holders Change
+27
Holders Change %
+12.56%
% of All Funds
5.39%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
56
Increased
61
Reduced
84
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$81.9M
2
CSIA
Charles Schwab Investment Advisory
California
+$43.7M
3
State Street
State Street
Massachusetts
+$27.2M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$19.5M
5
PWG
Private Wealth Group
Florida
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$60.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$51.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$23.6M
4
BC
Brinker Capital
Pennsylvania
-$21.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
51
Sigma Investment Management
Oregon
$3M +$2M +42,295 +210%
BUB
52
BBVA USA Bancshares
Texas
$2.94M -$261K -5,513 -8%
FF
53
Friedenthal Financial
New Jersey
$2.94M +$2.21M +46,633 +325%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.93M -$19.7M -415,267 -87%
PEA
55
Pacific Edge Advisors
California
$2.92M -$3.27M -69,140 -53%
AG
56
Advisor Group
Arizona
$2.89M +$2.09M +44,201 +278%
AAP
57
Arax Advisory Partners
Colorado
$2.89M +$217K +4,590 +8%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$2.67M -$632K -13,345 -19%
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$2.64M +$2.6M +54,847 New
PAG
60
Private Advisor Group
New Jersey
$2.53M +$521K +11,013 +26%
MWM
61
Merriman Wealth Management
Washington
$2.47M +$2.43M +51,300 New
Deutsche Bank
62
Deutsche Bank
Germany
$2.31M +$1.09M +23,065 +92%
RCIM
63
Red Cedar Investment Management
Michigan
$2.29M – – –
SP
64
SWS Partners
Ohio
$2.23M -$373K -7,876 -15%
SFA
65
Sequoia Financial Advisors
Ohio
$2.21M +$416K +8,787 +24%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$2.12M +$1.13M +23,788 +117%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$2.11M -$178K -3,755 -8%
First Trust Advisors
68
First Trust Advisors
Illinois
$2.08M +$1.52M +32,114 +288%
FM
69
Family Management
New York
$2.07M +$2.03M +42,997 New
RFC
70
Regions Financial Corp
Alabama
$2.04M +$2.01M +42,448 New
G
71
GenTrust
Florida
$1.94M +$500K +10,574 +35%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.94M +$655K +13,839 +52%
AW
73
Alpha Windward
Massachusetts
$1.9M +$93.7K +1,980 +5%
HFA
74
Huber Financial Advisors
Illinois
$1.81M +$1.21M +25,640 +213%
NPP
75
New Potomac Partners
Maryland
$1.76M +$97K +2,050 +6%
1 2
3
4 5

TFI Hedge Fund Activity: Q4 2018 in Review

242 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2018, worth a combined $2.38B — down 2.9% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TFI positions and 26 closed out — a net gain of 30 holders — while 61 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $81.9M. The largest seller was Betterment LLC, cutting an estimated $60.2M.

  • 242 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $2.38B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2018, down 2.9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2018 and 26 closed out, a net change of +30 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2018 was Bank of America, an estimated $81.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2018 was Betterment LLC, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2018.